Ifa Administrator

5 months ago


Leatherhead, United Kingdom NJR Recruitment Full time

**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS**

**LOCATION: Oldbury**

**SALARY: AROUND 33,000**

**BENEFITS**:
In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Our Client, a National firm of Independent Financial Planners are currently looking to recruit an experienced Administrator to join their successful and expanding Pensions & Investments team, on a full-time, permanent basis. This is a hybrid role; the successful applicant will be expected to regularly work from the office in Oldbury - probably on a 3 day office, 2 day home basis.

THE ROLE
- Work closely with the consultants to support and ensure clients' needs are met, this may include attending client meetings with the consultant(s)
- Maintain strong relationships with clients
- Manage all aspects of client affairs in a prompt and efficient manner
- Plan, organise and prioritise workload to maintain agreed service standards
- Create client valuations and illustrations
- Liaise with Providers
- Develop and maintain good working relations with internal and external contacts

NJR 14192

**Salary**: £28,000.00-£35,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 14192


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